Investment knowledge graph
Funds, deals, companies, operators, contracts, counterparties, risks, and outcomes remain connected.
Financial and investment intelligence
Fund Intelligence
An evidence-grounded intelligence system designed to connect fund performance, portfolio history, target diligence, contracts, counterparties, operating patterns, and decision traces.
Demonstration environment. Meridian Capital Partners IV and its portfolio are illustrative entities created to demonstrate the system. The financial figures shown are internally consistent and reconciled within the demonstration dataset.
The problem
Investment knowledge is fragmented across systems and documents.
Fund analysis often separates financial truth from operating history, contracts, portfolio patterns, and the evidence supporting a conclusion. This system connects those layers so an investment question can be investigated rather than merely summarized.
The demonstration follows Meridian Capital Partners IV across eight investments and declined opportunities while preserving the distinction between source documents, evidence, conclusions, and the reasoning trace.
8 investmentsPortfolio history
4 declined opportunitiesDecision context
1.80x gross MOICReconciled performance
24.32% gross XIRRReconciled performance
Technical architecture
What sits behind the demonstration
The system joins financial calculations with relationship-aware investigation while keeping source material, extracted evidence, and system reasoning visibly separate.
Reconciled financial truth
MOIC and XIRR are grounded in inspectable investment, distribution, NAV, and net-value ledgers.
Target comparison
Current targets can be compared against portfolio history, prior decisions, and operating patterns.
Source and evidence separation
Documents, extracted evidence, conclusions, and reasoning traces retain distinct roles.
Contract and counterparty traversal
Material relationships can be followed across entities rather than searched as isolated text.
Auditable reasoning
Findings remain connected to the evidence and calculation path used to produce them.